[Remote] Lead Financial Analyst

Note: The job is a remote job and is open to candidates in USA. Liberty Mutual Insurance is a leading company in the insurance sector, and they are seeking a Lead Financial Analyst to support the expense planning and forecasting process for the organization. In this role, you will collaborate with finance leadership to produce budgets, develop financial forecasts, and drive strategic decision-making.

Responsibilities

• Supports the quarterly forecasting and annual planning process for the Finance organization and its processes (credit card fees, charge-offs), ensuring timely completion of deliverables and escalating issues for resolution
• Develops ad hoc and on-going financial forecasts and models that assist leadership in making decisions, effectively communicating trends and outcomes to management
• Partners with stakeholders to incorporate key trends and expectations into the current year forecast, proactively identifying opportunities to close gaps to expense targets and drive incremental savings
• Works closely with the Results & Insights team to understand monthly results trends and incorporate them into forward-looking forecasts
• Continually assesses the business value and efficiency of the work performed, making suggestions for improvements and collaborating with others in implementing them
• Oversees budgeting system (Anaplan), coordinating enhancements and assisting in resolving production problems
• Leads or actively participates in increasingly complex department projects and continuous improvement activities such as Plan Vision and the incorporation of AI into core work
• Fosters the development of teammates by sharing expertise and experience through training or reviewing their work. May provide feedback on performance

Skills

• Bachelor`s degree required
• Minimum of 3-5 years of finance experience
• Excellent analytical, decision making and problem-solving skills with the ability to adapt to changing conditions while achieving results
• Must possess strong interpersonal skills to promote discussion while fostering collaboration within the team and with other areas of the organization
• Effectively negotiates project direction and communicates to a variety of audiences and levels of the organization to ensure alignment with project goals and schedules
• Ability to lead meetings and make presentations to increasingly larger audiences
• Attention to detail in a fast-paced work environment, and the ability to manage and prioritize multiple projects simultaneously to drive results
• Advanced Excel skills
• CPA or Advanced Degree in Accounting, Finance or Business preferred
• Utilizes AI in daily work and embraces emerging tools to improve efficiency, insights, and outcomes
• Demonstrates advanced Excel skills and utilizes Anaplan to support planning and forecasting activities
• Familiarity with Anaplan and one or more BI tools (e.g. Power BI) preferred

Benefits

• Comprehensive benefits
• Workplace flexibility
• Professional development opportunities
• A host of opportunities provided through our Employee Resource Groups

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